Principal Financial Group
STEL

Principal Financial Group’s Stellar Bancorp STEL Stock Holding History

Principal Financial Group’s Portfolio STEL Stock Details STEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.67M Sell
220,521
-1,534
-0.7% -$57.8K ﹤0.01% 1474
2026
Q1 		$8.13M Buy
222,055
+2,450
+1% +$87.8K ﹤0.01% 1430
2025
Q4 		$6.79M Sell
219,605
-3,594
-2% -$110K ﹤0.01% 1498
2025
Q3 		$6.77M Sell
223,199
-4,036
-2% -$123K ﹤0.01% 1476
2025
Q2 		$6.36M Sell
227,235
-9,660
-4% -$257K ﹤0.01% 1471
2025
Q1 		$6.55M Buy
236,895
+6,303
+3% +$178K ﹤0.01% 1463
2024
Q4 		$6.54M Buy
230,592
+5,740
+3% +$163K ﹤0.01% 1498
2024
Q3 		$5.82M Sell
224,852
-7,900
-3% -$203K ﹤0.01% 1512
2024
Q2 		$5.34M Sell
232,752
-10,983
-5% -$249K ﹤0.01% 1536
2024
Q1 		$5.94M Sell
243,735
-822
-0.3% -$20.4K ﹤0.01% 1517
2023
Q4 		$6.81M Sell
244,557
-8,623
-3% -$207K ﹤0.01% 1455
2023
Q3 		$5.4M Sell
253,180
-4,750
-2% -$108K ﹤0.01% 1507
2023
Q2 		$5.9M Sell
257,930
-14,051
-5% -$327K ﹤0.01% 1471
2023
Q1 		$6.69M Buy
271,981
+128
+0% +$3.6K ﹤0.01% 1431
2022
Q4 		$8.01M Sell
271,853
-4,722
-2% -$146K 0.01% 1360
2022
Q3 		$8.09M Buy
+276,575
New +$8.32M 0.01% 1299
2019
Q2 		– Sell
-11,332
Closed -$368K – 2275
2019
Q1 		$368K Sell
11,332
-51
-0.4% -$1.65K ﹤0.01% 1992
2018
Q4 		$335K Buy
+11,383
New +$377K ﹤0.01% 2002

Other funds holding STEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $449M AUM 51.52% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Principal Financial Group's STEL Position: Q2 2026 in Review

Principal Financial Group reduced its Stellar Bancorp (STEL) stake by 0.69% in Q2 2026, selling an estimated $57.8K and leaving 220,521 shares worth $8.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Principal Financial Group first reported a position in STEL in Q4 2018 and has held it in 18 quarters since. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • Principal Financial Group held 220,521 shares of Stellar Bancorp worth $8.67M as of Q2 2026.
  • Principal Financial Group sold 1,534 Stellar Bancorp shares in Q2 2026, an estimated $57.8K.
  • Stellar Bancorp made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1474 holding.
  • Principal Financial Group first reported a position in Stellar Bancorp in Q4 2018 and has held it in 18 quarters since.
  • 211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.